Firestone Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
2,373
-27
| -1% | -$3.8K | 0.08% | 122 |
|
|
2025
Q1 | $280K | Buy |
2,400
+3
| +0.1% | +$350 | 0.07% | 119 |
|
|
2024
Q4 | $301K | Buy |
2,397
+2
| +0.1% | +$251 | 0.07% | 119 |
|
|
2024
Q3 | $250K | Buy |
2,395
+3
| +0.1% | +$313 | 0.06% | 130 |
|
|
2024
Q2 | $233K | Buy |
2,392
+162
| +7% | +$15.7K | 0.06% | 130 |
|
|
2024
Q1 | $210K | Buy |
2,230
+1
| +0% | +$94 | 0.06% | 137 |
|
|
2023
Q4 | $208K | Buy |
+2,229
| New | +$208K | 0.06% | 125 |
|
|
2023
Q2 | – | Sell |
-2,318
| Closed | -$204K | – | 134 |
|
|
2023
Q1 | $204K | Buy |
+2,318
| New | +$204K | 0.07% | 119 |
|
|
2022
Q1 | – | Sell |
-2,122
| Closed | -$208K | – | 125 |
|
|
2021
Q4 | $208K | Sell |
2,122
-155
| -7% | -$15.2K | 0.07% | 120 |
|
|
2021
Q3 | $209K | Hold |
2,277
| – | – | 0.07% | 113 |
|
|
2021
Q2 | $209K | Buy |
2,277
+1
| +0% | +$92 | 0.08% | 110 |
|
|
2021
Q1 | $177K | Sell |
2,276
-141
| -6% | -$11K | 0.06% | 119 |
|
|
2020
Q4 | $166K | Buy |
2,417
+391
| +19% | +$26.9K | 0.06% | 116 |
|
|
2020
Q3 | $98K | Hold |
2,026
| – | – | 0.04% | 139 |
|
|
2020
Q2 | $98K | Hold |
2,026
| – | – | 0.05% | 137 |
|
|
2020
Q1 | $69K | Hold |
2,026
| – | – | 0.04% | 156 |
|
|
2019
Q4 | $104K | Buy |
+2,026
| New | +$104K | 0.04% | 143 |
|